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BOLTON SECURITIES CORPORATION’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio TBIL Stock Details TBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.96M Buy
+39,210
New +$1.96M 0.09% 229
2025
Q3 		$1.79M Buy
+35,855
New +$1.79M 0.09% 260

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Independent Advisor Alliance
Independent Advisor Alliance Charlotte, North Carolina $4.22B AUM 35.98% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's TBIL Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2026: 39,210 shares worth $1.96M. The stake represents 0.09% of the portfolio and ranks #229 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in TBIL as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in TBIL in Q3 2025 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 39,210 shares of F/m US Treasury 3 Month Bill Fund worth $1.96M as of Q1 2026.
  • F/m US Treasury 3 Month Bill Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • F/m US Treasury 3 Month Bill Fund made up 0.09% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #229 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.